See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,029 | $197,591+28.1% | $177,821+42.3% | $158,922+59.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 10.75% | 58.76%-48.0pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,319 | $6,697-50.4% | $5,918-43.9% | $4,761-30.3% |
| Participant deferral / active EE | $14,762 | $8,405+75.6% | $7,714+91.4% | $5,982+146.8% |
| Admin fee / account holder | $38,125 | $15,399+147.6% | $12,427+206.8% | $11,246+239.0% |